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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,933 | $196,972-47.7% | $182,262-43.5% | $198,609-48.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.32% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,930 | $5,364-26.7% | $5,046-22.1% | $5,055-22.3% |
| Participant deferral / active EE | $28,298 | $8,643+227.4% | $8,276+241.9% | $6,977+305.6% |
| Admin fee / account holder | $3,575 | $18,429-80.6% | $16,712-78.6% | $19,030-81.2% |